AssetMark engaged an outside research firm in the fall of 2021 to conduct a survey of more than 750 advisors on the topic of investment management outsourcing to better understand the barriers and benefits:
Financial advisors are under tremendous pressure to meet increasing client expectations, manage their businesses, and stay compliant in an evolving regulatory landscape. The majority of advisors who outsourced saw stronger client relationships, growth in total assets, higher personal income, and improved work-life balance.
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When asked about the benefits of outsourcing, advisors who work with AssetMark cite higher levels of satisfaction and increased benefits compared to advisors who work primarily with another outsource provider.